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Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi. The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three ... more
FAQs about Optimize Your Retirement:How many episodes does Optimize Your Retirement have?The podcast currently has 105 episodes available.
May 15, 2024Risk and TaxesThis time around, Daniel and Raz highlight two of the most important retirement killers: risk and taxes. How can you eliminate market risk on a portion of your portfolio? How can you avoid overpaying in taxes? Tune in to find out!For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 14, 2024Steady Income vs. One Big NumberDaniel and Raz highlight how retirement is more about income than it is about having one big nest egg number. Saving a lot is great, but how are you going to turn that into an income stream that will last as long as you do?For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 13, 2024Leaving Behind a LegacyOn this episode, Daniel and Raz discuss the importance of legacy and estate planning. Don’t put it off because you think it’s too much of a hassle. In reality, it’s too important to delay.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
May 11, 2024Don’t Be Scared of Your MortgageOn this episode, Daniel and Raz discuss why paying off your mortgage may not always be the best thing for retirees today. Plus, they’ll talk about how building equity in your home actually works.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz ...more15minPlay
May 10, 2024Rental Properties for RetirementIs investing in rental properties during your retirement years a good strategy for you? As with so many things, the answer is, “it depends.” Daniel and Raz will give you the pros and cons of owning rentals during your golden years.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 09, 2024Real Talk About Real EstatePlanning for retirement may include more than your 401(k), IRA or other types of accounts. What about real estate? On this episode, Daniel and Raz discuss some options for including real property as part of your plan.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 08, 2024Longevity RiskThe number one fear of retirees today is running out of money. This time around, Daniel and Raz discuss what’s known as longevity risk, and give you some strategies to plan for it so your money outlives you, not the other way around.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
May 07, 2024Life InsuranceWhen you think of life insurance you probably don’t think of being able to use it for retirement. On this episode, Daniel and Raz bust that myth and explain the many uses of this often-overlooked tool.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
May 06, 2024Volatility BufferDaniel and Raz discuss volatility in the stock market and how you can protect yourself from the ups and downs of the Wall Street roller coaster.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
May 03, 2024All About AnnuitiesAnnuities can be a wonderful tool for retirement – and can provide a stream of income you can never outlive. Daniel and Raz discuss the different types of annuities and how each could be useful for you.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
FAQs about Optimize Your Retirement:How many episodes does Optimize Your Retirement have?The podcast currently has 105 episodes available.